Capital Research & Consulting LLC
Firm details
- Headquarters
- Pasadena, California
- CRD number
- 109868
- Registered since
- March 23, 1999
- Fee structure
- Fixed Fees, Other
- Client types
- Pension & Profit Sharing Plans83.03%
- State / Municipal Government16.97%
- Services
- Portfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Capital Research & Consulting LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 1999. The firm positions itself toward institutional clients, reporting advisory work that includes portfolio management for businesses and institutions and pension consulting services. Its reported fee structure is described as fixed fees plus other fee arrangements. Industry affiliations noted for the firm include relationships with a broker-dealer and activity as an investment adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
3 of 6
Steven Gissiner
Investment Advisor RepresentativeCRD 4547832
John Odell
PrincipalCRD 1908737

Madeline Odell
Investment AnalystCRD 7387638
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pasadena, CA
Los Angeles
Location
Pasadena, CA
Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 15 S Raymond Ave
- Time zone
- PT (UTC-8)
- Office locations
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